We would like a way we can attach extra internal information for a customers quote/purchase order/sale that the customer can not see but we can access easily. I have tried googling but not getting a...
Hi SID1,
Thank you for your post.
I know you're looking for a way to attach and access information related to quotes, purchase orders, or sales that is not visible to the customer but can be easily accessed by your team. This is indeed a useful feature for maintaining internal notes and references. I appreciate you sharing these feature suggestions, and my apologies for the late response to your query.
However, there's not a direct feature in our current system that allows you to attach internal information to sales quotes or purchase orders that is invisible to the customer. To ensure that your feedback about attaching an extra field for internal information will be heard and reviewed, I'll move your post to our AccountRight Idea Exchange board, where our developers regularly review feature suggestions and feedback for future updates.
If there's anything else you'd like to share or require further assistance with, please don't hesitate to reach out.
Cheers,
Princess